See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,493 | $74,927+115.5% | $101,794+58.6% | $84,808+90.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.16% | 18.70%+2.5pp | 30.53%-9.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,734 | $1,522+79.6% | $2,289+19.4% | $2,631+3.9% |
| Participant deferral / active EE | $7,030 | $3,099+126.9% | $4,084+72.1% | $4,212+66.9% |
| Admin fee / account holder | $10,984 | $6,514+68.6% | $8,777+25.1% | $7,344+49.6% |